Cryptopolis (CPO)

CPO Reading

While waiting for $IREN to consolidate and hopefully for H1 acceptance to come Monday, I am taking my time to study topics I'm not as familiar with.

Even though I studied Electrical and Computer Engineering in College, no one with software engineer aspirations took an optics class, me included. Shoutout for @jasonschips's writeup here.

I think there will be opportunities where CPO will dip even lower due to delays, but longer term CPO will be interesting to own.

The flood of tweets mocking storage and those firmly bullish on the storage market is overwhelming; the Chinese community mocks more, while the English community is more bullish. From the sentiment of the Chinese community, being overly bearish on storage now may be problematic, even though I still have a low‑position, but that’s room left for those who don’t monitor the market. From the English side, many seem to only look bullish on the future—if it rises, so does it; if it falls, likewise. Storage is fine, but CPO is the place that traps the English community the most.